Grounded in experience, driven by innovation, focused on you...
Founded in 1991, TWM is an SEC registered investment adviser providing comprehensive investment counseling and financial planning services to an intentionally limited number of clients.
The firm’s location in Concord, Massachusetts exemplifies our rich history as an investment fiduciary, independent in thought and operation, and as a pioneering adopter of the fee-only client model. Clients value our ability to think and act in their best interests, while providing careful, knowledgeable, longsighted, and yet innovative stewardship of their personal and business finances.
Shaped by the experience and convictions of our principals, the articulation of these values and best practices serves as both compass and map for our firm and its clients.
New clients by referral only.